Kowal Investment Group’s Medifast MED Stock Holding History

Kowal Investment Group’s Portfolio MED Stock Details MED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-5	Closed	-$1K	–	604
2021 Q3	$1K	Buy	+5	New	+$1.23K	﹤0.01%	877

Other funds holding MED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kowal Investment Group's MED Position: Q4 2021 in Review

Kowal Investment Group sold out of Medifast (MED) in Q4 2021, closing a stake of 5 shares — an estimated $1K sold.

Kowal Investment Group first reported a position in MED in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 297 funds tracked by Wall St. Rank hold MED as of Q4 2021.

Kowal Investment Group reported no remaining Medifast position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 5 Medifast shares in Q4 2021, an estimated $1K.
Kowal Investment Group first reported a position in Medifast in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Medifast position peaked at $1K in Q3 2021.
297 funds tracked by Wall St. Rank held Medifast as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.